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Original filing (PDF)20251014122438NAL0001372323001
ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS
Form 5500
FILING_RECEIVED
EXPLORUS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
404
Accounts w/ balance
169
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.7M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS.
Plan sponsor
Name
ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS
EIN
83-3712870
Address
6720 W. 121ST ST. · OVERLAND PARK, KS · 66209
Phone
(660) 441-3285
Industry
Public Administrationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP NATIONAL LLC | 84-2409363 | — | THIRD PARTY ADMIN | $2K | — |
Investments
24 direct securities· $2.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 Mutual fund | — | — | — | $554K | 20.0% | |
| American Funds Target Date 2030 Mutual fund | — | — | — | $311K | 11.3% | |
| American Funds Target Date 2045 Mutual fund | — | — | — | $275K | 9.9% | |
| JPMorgan Large Cap Growth Mutual fund | — | — | — | $265K | 9.6% | |
| American Funds Target Date 2050 Mutual fund | — | — | — | $234K | 8.5% | |
| American Funds Target Date 2060 Mutual fund | — | — | — | $206K | 7.5% | |
| American Funds Target Date 2040 Mutual fund | — | — | — | $174K | 6.3% | |
| American Funds Target Date 2055 Mutual fund | — | — | — | $162K | 5.9% | |
| American Funds Target Date 2025 Mutual fund | — | — | — | $160K | 5.8% | |
| Fundamental Investors Mutual fund | — | — | — | $100K | 3.6% | |
| American Funds Target Date 2065 Mutual fund | — | — | — | $87K | 3.1% | |
| American Mutual Fund Mutual fund | — | — | — | $64K | 2.3% | |
| American Funds Target Date 2020 Mutual fund | — | — | — | $47K | 1.7% | |
| American Funds Target Date 2010 Mutual fund 813 American Funds Target Date 2015 Mutual fund | — | — | — | $33K | 1.2% | |
| Intermediate Bond Fund of America Mutual fund 909 Dodge & Cox Global Stock Mutual fund | — | — | — | $16K | 0.6% | |
| Invesco Equity and Income Mutual fund | — | — | — | $15K | 0.5% | |
| EuroPacific Growth Mutual fund | — | — | — | $7K | 0.3% | |
| International Growth and Income Mutual fund | — | — | — | $6K | 0.2% | |
| U.S. Gov't Money Market Mutual fund | — | — | — | $6K | 0.2% | |
| Washington Mutual Investors Fund Mutual fund | — | — | — | $6K | 0.2% | |
| iShares S&P 500 Index Mutual fund | — | — | — | $5K | 0.2% | |
| American Balanced Mutual fund | — | — | — | $5K | 0.2% | |
| New World Fund Mutual fund | — | — | — | $5K | 0.2% | |
| Bond Fund of America Mutual fund | — | — | — | $5K | 0.2% |
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